Add Opportunity lookup on opportunity product form. CRM 2011. RRS feed

  • Question

  • I would like to have a lookup to the opportunity on the opportunity product's form.

    When I open a record of a opportunity product from the list of results of a advanced search, I do not know which opportunity it belongs to.

    There is a field named "opportunityid", but it is not enabled to use on the form.

    Please help me.

    Tuesday, September 2, 2014 3:45 PM

All replies

  • You are absolutely correct.

    The opportunityID is not available for forms or views.

    You can also not create a workflow which updates opportunity products.

    This is by design by Microsoft, and there is no work around.

    You might be able to do something with a plugin, in which you can create a new custom lookup to opportunity and then move the value of opportunityid to the new lookup. But I doubt this would be supported, since MS has allmost thightly shut down any and all custom actions on this entity.

    Soo.. There is really not much you can do.

    Rune Daub Senior Consultant - Dynateam CRM http://www.dynateam.dk

    Tuesday, September 2, 2014 4:04 PM